CIA
DOCU

CSat Investment Advisory’s DocuSign DOCU Stock Holding History

CSat Investment Advisory’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15,700
Closed -$3.38M – 639
2020
Q3 		$3.38M Sell
15,700
-3,914
-20% -$812K 0.3% 28
2020
Q2 		$3.38M Sell
19,614
-504
-3% -$63.5K 0.41% 18
2020
Q1 		$1.86M Sell
20,118
-2,922
-13% -$235K 0.4% 29
2019
Q4 		$1.71M Buy
23,040
+3,178
+16% +$218K 0.45% 35
2019
Q3 		$1.23M Buy
19,862
+251
+1% +$13.1K 0.39% 52
2019
Q2 		$975K Buy
19,611
+3,339
+21% +$178K 0.34% 62
2019
Q1 		$844K Sell
16,272
-1,179
-7% -$60.2K 0.43% 63
2018
Q4 		$699K Sell
17,451
-3,275
-16% -$138K 0.42% 59
2018
Q3 		$1.09M Buy
+20,726
New +$1.18M 0.62% 44

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CSat Investment Advisory's DOCU Position: Q4 2020 in Review

CSat Investment Advisory sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 15,700 shares — an estimated $3.38M sold.

CSat Investment Advisory first reported a position in DOCU in Q3 2018 and held it in 9 quarters. The position peaked at $3.38M in Q3 2020. 964 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

  • CSat Investment Advisory reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 15,700 DocuSign shares in Q4 2020, an estimated $3.38M.
  • CSat Investment Advisory first reported a position in DocuSign in Q3 2018 and held it in 9 quarters.
  • CSat Investment Advisory's DocuSign position peaked at $3.38M in Q3 2020.
  • 964 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.